Suddenly Single

Plan Today for a Future You or Someone You Love Did Not Expect

Do you find yourself Suddenly Single or Know it's coming?

Who is Suddenly Single for?

Prepare Ahead of Time

BEGIN with you

1

EVALUATE your financial position

2

REVIEW your plan

3

ENSURE ownership and protection

4

ACCESS trusted professionals

5

DEDICATE time to learn

6

YOU are in charge

7

BE READY

Click each to download our checklists!

1

Identify Your Income Sources

Money in

2

Identify Your Expense Sources

Money out

3

Net Worth Snapshot

Itemize your assets (what you own) and your liabilities (what you owe).

4

Treasure Hunt

Knowing the location of the following cornerstone documents is essential.

5

Suddenly Single Checklist Timeline

Immediate - 1st month - 6 months - 1 year